Special workflows for HighLevel.
Each scenario shows the trigger, the Volimox handoff, and the human checkpoint. These are concrete workflow blueprints, not a claim that every connection is live today.
Inbound lead to opportunity
Turn a conversation into a HighLevel pipeline opportunity with the right tag and owner.
Starts when
A new contact, inbound message, or appointment meets the configured lead rule.
Result
HighLevel shows the customer request, stage, and next action in one place.
Volimox workflow
- 01Volimox extracts the request and checks for an existing HighLevel contact.
- 02Volimox creates or updates the opportunity and applies the selected tag.
- 03The owner reviews the opportunity and chooses the next message or call.
Human checkpoint
Pipeline creation is limited to qualified requests and configured workspaces.
Missed call to nurture path
Start a controlled follow-up path when a prospect cannot be reached live.
Starts when
A missed call or unanswered conversation enters the configured recovery state.
Result
A missed call gets a measured next step without uncontrolled automation.
Volimox workflow
- 01Volimox records the event and checks the customer communication preference.
- 02Volimox sends the approved message or adds the contact to the correct nurture path.
- 03A human can take over when the customer replies or the workflow reaches an exception.
Human checkpoint
Opt-out and communication limits are checked before any follow-up is sent.
Supported triggers and actions.
A trigger starts the workflow. An action is the controlled operation Volimox performs after the rules pass.
Triggers
- Contact created
- Opportunity created
- Inbound message
- Appointment booked
Actions
- Create contact
- Create opportunity
- Add tag
- Send message
Detailed connection code.
This server-side TypeScript reference follows the same connection → action → mapped input pattern used by modern automation platforms. Provider credentials remain inside the approved connection; browser code never receives them.
TypeScript · server only
Create a HighLevel contact
import { createZapierSdk } from "@zapier/zapier-sdk"
const zapier = createZapierSdk({
apiKey: process.env.ZAPIER_API_KEY,
})
export async function runHighLevelAction() {
const { data: connection } = await zapier.findFirstConnection({
app: "leadconnector",
owner: "me",
})
if (!connection) {
throw new Error("No approved HighLevel connection was found")
}
const result = await zapier.runAction({
app: "leadconnector",
action: "create_contact",
connection: connection.id,
input:
{
"locationId": "{{env.HIGHLEVEL_LOCATION_ID}}",
"firstName": "{{lead.firstName}}",
"lastName": "{{lead.lastName}}",
"email": "{{lead.email}}",
"phone": "{{lead.phone}}",
"source": "Volimox",
"tags": "volimox,qualified"
},
})
return result.data
}Connection setup.
The setup path is specific to the provider. We will never ask you to paste credentials into a public page.
HighLevel OAuth
A reviewable connection, step by step.
- 01Agency or location authorization
- 02Choose pipeline and stage
- 03Review contact and messaging scopes
This app is cataloged and its workflow contract is defined. We will enable the connection after provider access and sandbox verification.
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